Pricing Plans

FinMate AI gets you all the details you need from your client meetings.


Best for solo professionals and small teams who run a few meetings a week, looking to save hours and automate note taking and tasks. 20 meeting hours per month.


month / user
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Best for ambititous professionals with larger teams who run a several meetings a week, looking to save several hours a week, and automate note taking and tasks. 40 meeting hours per month.


month / user
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Best for large teams, multiple groups who require administrator level control of policies, and specialized data retention. Supercharge your entire enterprise with AI.

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Small Business Discounts Available

We're committed to making our tool accessible to startups, small RIAs, and Advisors.
Contact us, and we'd be happy to explore how we can make our tool available to all firms.

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Key Features
Max Hourly Usage
20 hours / month
(Extensions Available)
40 hours / month
(Extensions Available)
AI Meeting Summary and Tasks
Video Platform Connections
Zoom, Google Meet, Microsoft Teams and Webex
iOS an Android Apps for In-Person Recording
CRM Integrations
Salesforce, Redtail, Wealthbox, Practifi, Xlr8....
Customer Success
Standard Support
Dedicated Success Manager
Dedicated Success Manager
AI Client Key Info
English Transcription
Translated English Transcription
Automated Recording Rules via Calendar
Rename AI Assistant
Full Video Recording + Advanced Controls
Sentiment Analysis
Customized AI Summaries
Administration and Security
Single Sign On (SSO)
TLS Encryption
AES-256 Encryption
Centralized Billing
User Management and Roles
Customize Data Retention Policy